Trust is the central ingredient in any partnership and no legal clause can compensate for its absence. --as quoted in Best Practices in Investment Advisory Partnerships Finding a life partner... read more →
Our financial practice can never be replicated by a robo-advisor. Have you ever said or thought this about robo-advisors or any other technological advance? Consider the following predictions about the... read more →
If we are clear about where we are and where we want to end up, 2014 planning, important as it is, becomes a mere waypoint toward our Finish Line, whether... read more →
Two challenges face every business owner: the challenge of optimizing our use of time and the challenge of gaining wisdom to sift through the oceans of information to find the... read more →
NOTE: I would like to thank guest blogger Kevin Condon for Part 2 of this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally... read more →
NOTE: I would like to thank guest blogger Kevin Condon for this insightful blog. While he writes to owners of financial planning practices, his wisdom is equally applicable to any... read more →
Last week, I began to explore five beacons to guide us in the Present while Planning for 2014 and aligning to our Finish Line. Although I first learned of these... read more →
It is with sincere appreciation for fellow Nazrudin Project member and author, Dr. Ed Jacobsen, that I share with you (with permission) the following post: Photo by Ruth and... read more →
How can I fix them? This is a common plea I hear from business owners about their employees. Does it sound familiar? It’s undeniable that sometimes these employees are the... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... read more →